Zachman Framework
The Zachman Framework is an enterprise ontology and is a fundamental structure for Enterprise Architecture which provides a formal and structured way of viewing and defining an enterprise. The ontology is a two dimensional classification schema that reflects the intersection between two historical classifications. The first are primitive interrogatives: What, How, When, Who, Where, and Why. The second is derived from the philosophical concept of reification, the transformation of an abstract idea into an instantiation. The Zachman Framework reification transformations are: Identification, Definition, Representation, Specification, Configuration and Instantiation.
The Zachman Framework is not a methodology in that it does not imply any specific method or process for collecting, managing, or using the information that it describes.; rather, it is an ontology whereby a schema for organizing architectural artifacts is used to take into account both who the artifact targets and what particular issue is being addressed.
The framework is named after its creator John Zachman, who first developed the concept in the 1980s at IBM. It has been updated several times since.
Overview
The title "Zachman Framework" refers to The Zachman Framework for Enterprise Architecture with version 3.0 being the most current. The Zachman Framework has evolved in its thirty-year history to include:- The initial framework, named A Framework for Information Systems Architecture, by John Zachman published in a 1987 article in the IBM Systems journal.
- The Zachman Framework for Enterprise Architecture, an update of the 1987 original in the 1990s extended and renamed.
- One of the later versions of the Zachman Framework, offered by Zachman International as industry standard.
- a framework to organize and analyze data,
- a framework for enterprise architecture.
- a classification system, or classification scheme
- a matrix, often in a 6x6 matrix format
- a two-dimensional model or an analytic model.
- a two-dimensional schema, used to organize the detailed representations of the enterprise.
The Zachman Framework summarizes a collection of perspectives involved in enterprise architecture. These perspectives are represented in a two-dimensional matrix that defines along the rows the type of stakeholders and with the columns the aspects of the architecture. The framework does not define a methodology for an architecture. Rather, the matrix is a template that must be filled in by the goals/rules, processes, material, roles, locations, and events specifically required by the organization. Further modeling by mapping between columns in the framework identifies gaps in the documented state of the organization.
The framework is a logical structure for classifying and organizing the descriptive representations of an enterprise. It is significant to both the management of the enterprise, and the actors involved in the development of enterprise systems. While there is no order of priority for the columns of the Framework, the top-down order of the rows is significant to the alignment of business concepts and the actual physical enterprise. The level of detail in the Framework is a function of each cell. When done by IT the lower level of focus is on information technology, however it can apply equally to physical material and the associated physical processes, roles, locations etc. related to those items.
History
In the 1980s John Zachman had been involved at IBM in the development of business system planning, a method for analyzing, defining and designing an information architecture of organizations. In 1982 Zachman had already concluded that these analyses could reach far beyond automating systems design and managing data into the realms of strategic business planning and management science in general. It may be employed in the areas of enterprise architecture, data-driven systems design, data classification criteria, and more."Information Systems Architecture" framework
In the 1987 article "A Framework for Information Systems Architecture" Zachman noted that the term "architecture" was used loosely by information systems professionals, and meant different things to planners, designers, programmers, communication specialists, and others. In searching for an objective, independent basis upon which to develop a framework for information systems architecture, Zachman looked at the field of classical architecture, and a variety of complex engineering projects in industry. He saw a similar approach and concluded that architectures exist on many levels and involves at least three perspectives: raw material or data, function of processes, and location or networks.The Information Systems Architecture is designed to be a classification schema for organizing architecture models. It provides a synoptic view of the models needed for enterprise architecture. Information Systems Architecture does not define in detail what the models should contain, it does not enforce the modeling language used for each model, and it does not propose a method for creating these models.
Extension and formalization
In the 1992 article "Extending and Formalizing the Framework for Information Systems Architecture" John F. Sowa and John Zachman present the framework and its recent extensions and show how it can be formalized in the notation of conceptual graphs. Also in 1992:Later during the 1990s
- Methodologists like Clive Finkelstein refocused on the top two framework rows which he labeled Enterprise Engineering and has one of the most successful methods for converging the business needs with information technology engineering implementation, and determining a logical build sequence of the pieces.
Framework for enterprise architecture
In 2008 Zachman Enterprise introduced the Zachman Framework: The Official Concise Definition as a new Zachman Framework standard.
Extended and modified frameworks
Since the 1990s several extended frameworks have been proposed, such as:- Matthew & McGee extended the three initial perspectives "what", "how" and "where", to event, reason and organization.
- Evernden presented an alternative Information FrameWork.
- The Integrated Architecture Framework developed by Capgemini since 1996.
- Vladan Jovanovic et all presents a Zachman Cube, an extended of the Zachman Framework into a multidimensional Zachman's Cube.
Zachman Framework topics
Concept
The basic idea behind the Zachman Framework is that the same complex thing or item can be described for different purposes in different ways using different types of descriptions. The Zachman Framework provides the thirty-six necessary categories for completely describing anything; especially complex things like manufactured goods, constructed structures, and enterprises. The framework provides six different transformations of an abstract idea from six different perspectives.It allows different people to look at the same thing from different perspectives. This creates a holistic view of the environment, an important capability illustrated in the figure.
Views of rows
Each row represents a total view of the solution from a particular perspective. An upper row or perspective does not necessarily have a more comprehensive understanding of the whole than a lower perspective. Each row represents a distinct, unique perspective; however, the deliverables from each perspective must provide sufficient detail to define the solution at the level of perspective and must translate to the next lower row explicitly.Each perspective must take into account the requirements of the other perspectives and the restraint those perspectives impose. The constraints of each perspective are additive. For example, the constraints of higher rows affect the rows below. The constraints of lower rows can, but do not necessarily affect the higher rows. Understanding the requirements and constraints necessitates communication of knowledge and understanding from perspective to perspective. The Framework points the vertical direction for that communication between perspectives.
The current version of the Zachman Framework categorizes the rows as follows:
- Executive Perspective - The first architectural sketch is a "bubble chart" or Venn diagram, which depicts in gross terms the size, shape, partial relationships, and basic purpose of the final structure. It corresponds to an executive summary for a planner or investor who wants an overview or estimate of the scope of the system, what it would cost, and how it would relate to the general environment in which it will operate.
- Business Management Perspective - Next are the architect's drawings that depict the final building from the perspective of the owner, who will have to live with it in the daily routines of business. They correspond to the enterprise models, which constitute the designs of the business and show the business entities and processes and how they relate.
- Architect Perspective - The architect's plans are the translation of the drawings into detail requirements representations from the designer's perspective. They correspond to the system model designed by a systems analyst who must determine the data elements, logical process flows, and functions that represent business entities and processes.
- Engineer Perspective - The contractor must redraw the architect's plans to represent the builder's perspective, with sufficient detail to understand the constraints of tools, technology, and materials. The builder's plans correspond to the technology models, which must adapt the information systems model to the details of the programming languages, input/output devices, or other required supporting technology.
- Technician Perspective - Subcontractors work from shop plans that specify the details of parts or subsections. These correspond to the detailed specifications that are given to programmers who code individual modules without being concerned with the overall context or structure of the system. Alternatively, they could represent the detailed requirements for various commercial-off-the-shelf, government off-the-shelf, or components of modular systems software being procured and implemented rather than built.
- Enterprise Perspective or
Focus of columns
- Inventory Sets — What
- Process Flows — How
- Distribution Networks — Where
- Responsibility Assignments — Who
- Timing Cycles — When
- Motivation Intentions — Why
Models of cells
The Zachman Framework typically is depicted as a bounded 6 x 6 "matrix" with the Communication Interrogatives as Columns and the Reification Transformations as Rows. The framework classifications are repressed by the Cells, that is, the intersection between the Interrogatives and the Transformations.The cell descriptions are taken directly from version 3.0 of the Zachman Framework.
;Executive Perspective
- Inventory Identification
- Process Identification
- Distribution Identification
- Responsibility Identification
- Timing Identification
- Motivation Identification
- Inventory Definition
- Process Definition
- Distribution Definition
- Responsibility Definition
- Timing Definition
- Motivation Definition
- Inventory Representation
- Process Representation
- Distribution Representation
- Responsibility Representation
- Timing Representation
- Motivation Representation
- Inventory Specification
- Process Specification
- Distribution Specification
- Responsibility Specification
- Timing Specification
- Motivation Specification
- Inventory Configuration
- Process Configuration
- Distribution Configuration
- Responsibility Configuration
- Timing Configuration
- Motivation Configuration
- Inventory Instantiations
- Process Instantiations
- Distribution Instantiations
- Responsibility Instantiations
- Timing Instantiations
- Motivation Instantiations
Framework set of rules
The framework comes with a set of rules:- Rule 1 The columns have no order : The columns are interchangeable but cannot be reduced or created
- Rule 2 Each column has a simple generic model : Every column can have its own meta-model
- Rule 3 The basic model of each column must be unique : The basic model of each column, the relationship objects and the structure of it is unique. Each relationship object is interdependent but the representation objective is unique.
- Rule 4 Each row describes a distinct, unique perspective : Each row describes the view of a particular business group and is unique to it. All rows are usually present in most hierarchical organizations.
- Rule 5 Each cell is unique : The combination of 2,3 & 4 must produce unique cells where each cell represents a particular case. Example: A2 represents business outputs as they represent what are to be eventually constructed.
- Rule 6 The composite or integration of all cell models in one row constitutes a complete model from the perspective of that row : For the same reason as for not adding rows and columns, changing the names may change the fundamental logical structure of the Framework.
- Rule 7 The logic is recursive : The logic is relational between two instances of the same entity.
Flexibility in level of detail
One of the strengths of the Zachman Framework is that it explicitly shows a comprehensive set of views that can be addressed by enterprise architecture. Some feel that following this model completely can lead to too much emphasis on documentation, as artifacts would be needed for every one of the thirty cells in the framework. Zachman, however, indicates that only the facts needed to solve the problem under analysis need be populated.John Zachman clearly states in his documentation, presentations, and seminars that, as framework, there is flexibility in what depth and breadth of detail is required for each cell of the matrix based upon the importance to a given organization. An automaker whose business goals may necessitate an inventory and process-driven focus, could find it beneficial to focus their documentation efforts on What and How columns. By contrast, a travel agent company, whose business is more concerned with people and event-timing, could find it beneficial to focus their documentation efforts on Who, When, and Where columns. However, there is no escaping the Why column's importance as it provides the business drivers for all the other columns.
Applications and influences
Since the 1990s the Zachman Framework has been widely used as a means of providing structure for information technology engineering-style enterprise modeling. The Zachman Framework can be applied both in commercial companies and in government agencies. Within a government organization the framework can be applied to an entire agency at an abstract level, or it can be applied to various departments, offices, programs, subunits and even to basic operational entities.Customization
Zachman Framework is applied in customized frameworks such as the TEAF, built around the similar frameworks, the TEAF matrix.Other sources:
- The TEAF matrix is called a customization sample, see , p. 22
Standards based on the Zachman Framework
Mapping other frameworks
Another application of the Zachman Framework is as reference model for other enterprise architectures, see for example these four:Other examples:
- Analysis of the Rational Unified Process as a Process,
- How the Model-driven architecture models used in software development map to the Zachman Framework.
- Mapping the IEC 62264 models onto the Zachman framework for analysing products information traceability.
- Mapping the TOGAF Architecture Development Method to the Zachman Framework.
Base for other enterprise architecture frameworks
- The Federal Enterprise Architecture Framework is based on the Zachman Framework but only addresses the first three columns of Zachman, using slightly different names, and focuses in the top of the three rows.
Example: One-VA Enterprise Architecture
The Department of Veterans Affairs at the beginning of the 21st century planned to implement an enterprise architecture fully based on the Zachman Framework.
- The Zachman Framework was used as a reference model to initiate enterprise architecture planning in 2001.
- Somewhere in between the VA Zachman Framework Portal was constructed.
- This VA Zachman Framework Portal is still in use as a reference model for example in the determination of EA information collected from various business and project source documents.
Eventually an enterprise architecture repository was created at the macro level by the Zachman framework and at a cell level by the meta-model outlined below.
This diagram has been incorporated within the VA-EA to provide a symbolic representation of the metamodel it used, to describe the One-VA Enterprise Architecture and to build an EA Repository without the use of Commercial EA Repository Software. It was developed using an object oriented database within the Caliber-RM Software Product. Caliber-RM is intended to be used as a software configuration management tool; not as an EA repository.
However, this tool permitted defining entities and relationships and for defining properties upon both entities and relationships, which made it sufficient for building an EA repository, considering the technology available in early 2003. The personal motivation in selecting this tool was that none of the commercial repository tools then available provided a true Zachman Framework representation, and were highly proprietary, making it difficult to incorporate components from other vendors or from open source.
This diagram emphasizes several important interpretations of the Zachman Framework and its adaptation to information technology investment management.
- Progressing through the rows from top to bottom, one can trace-out the Systems Development Life Cycle which is a de facto standard across the Information Industry;
- The diagram emphasizes the importance of the often-neglected Zachman Row-Six. Representations in Mr. Zuech's interpretation of Zachman row-six consist, largely, of measurable service improvements and cost savings/avoidance that result from the business process and technology innovations that were developed across rows two through five.
Criticism
While the Zachman Framework is widely discussed, its practical value has been questioned:- The framework is purely speculative, non-empirical and based only on the conceptual argument that the "equivalency would strengthen the argument that an analogous set of architectural representations is likely to be produced during the process of building any complex engineering product, including an information system"
- Practical feedback shows that the general idea of creating comprehensive descriptions of enterprises as suggested by the Zachman Framework is unrealistic
- In 2004 John Zachman admitted that the framework is theoretical and has never been fully implemented: "If you ask who is successfully implementing the whole framework, the answer is nobody that we know of yet"
- There are no detailed examples demonstrating the successful practical application of the framework
- EA practitioner Stanley Gaver argues that "the analogy to classical architecture first made by John Zachman is faulty and incomplete"
- Jason Bloomberg argues that "enterprise isn’t an ordinary system like a machine or a building, and can’t be architected or engineered as such"
- A detailed scrutiny demonstrates that the Zachman Framework is actually based only on purely speculative arguments, promoted with fictional promises, has no practical use cases and, from the historical perspective, didn't introduce any innovative ideas missing before